Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY)

CUSIP: 86881A100

Q3 2024 13F Holders as of 30 Sep 2024

Holder snapshot 7 signals
Share change
-4,019,798
Put/Call ratio
325%
SEC-reported price per share
$32.24
Number of holders
184
Value change
-$93,744,817
Number of buys
98
Open additional details 1 more signal available
Number of sells
89
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
131,698,717

Security key

86881A100

Report period

Q3 2024

Institutions

184

Top holders

10

Ownership snapshot

Top reported holders of SGRY - Surgery Partners, Inc. - Common Stock, par value $0.01 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BAIN CAPITAL INVESTORS LLC
Disclosed value leader
BAIN CAPITAL INVESTORS LLC
Comparable rows
15/15
Latest evidence
30 Jun 2024
3/4/5 13F Lead comparable stake: 38% Showing 1-6 of 15 holder rows.

Quick read

BAIN CAPITAL INVESTORS LLC leads the comparable SEC ownership view at 38%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BAIN CAPITAL INVESTORS LLC's linked filing trail.
Comparable ownership Top 5
BAIN CAPITAL INVESTORS LLC 38%
FMR LLC 13%
WELLINGTON MANAGEMENT GROUP LLP 7.9%
BlackRock Finance, Inc. 5.8%
VANGUARD GROUP INC 5.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BAIN CAPITAL INVESTORS LLC
3/4/5 13F
Director, 10%+ Owner · Company
38%
from 13F
$1,670,226,744
49,946,972 shares
19 Dec 2023
FMR LLC
13F
Company
13F
13%
$422,629,303
17,764,998 shares
30 Jun 2024
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
7.9%
$248,928,711
10,463,586 shares
30 Jun 2024
BlackRock Finance, Inc.
13F
Company
13F
5.8%
$181,678,663
7,636,766 shares
30 Jun 2024
VANGUARD GROUP INC
13F
Company
13F
5.7%
$177,736,613
7,471,064 shares
30 Jun 2024
Clearbridge Investments, LLC
13F
Company
13F
4.2%
$132,879,747
5,585,530 shares
30 Jun 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
184
Shares
137,923,250
Rows available
184
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders
176
Q3 2024 holders
184
Holder diff
8
Investor Q2 2024 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2024 value Q3 2024 value Value change Value Chg %
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